Updated Jul 23, 2026
/Southwest Airlines second-quarter profit climbs more than 9%, third-quarter forecast falls short on fuel/Alphabet shares fall on Google search revenue miss; investors await capex plans/ServiceNow second-quarter subscription revenue rises approximately 25% year over year/IBM and ServiceNow gain as Tesla and Texas Instruments pull back; Alphabet ends flat/J&J scores win on its new robotic surgical system as earnings flow in/Buyside capex expectations for Alphabet run to $375 billion, far above the $250 billion Wall Street consensus, UBS and JPMorgan find/Southwest Airlines second-quarter profit climbs more than 9%, third-quarter forecast falls short on fuel/Alphabet shares fall on Google search revenue miss; investors await capex plans/ServiceNow second-quarter subscription revenue rises approximately 25% year over year/IBM and ServiceNow gain as Tesla and Texas Instruments pull back; Alphabet ends flat/J&J scores win on its new robotic surgical system as earnings flow in/Buyside capex expectations for Alphabet run to $375 billion, far above the $250 billion Wall Street consensus, UBS and JPMorgan find

Alphabet shares fall on Google search revenue miss; investors await capex plans

NEW YORK, July 23. Alphabet Inc. (GOOGL) shares declined after a report that Google's search revenues came in below market expectations. With that miss registered, investors have turned their attention to the company's capital expenditure guidance, which remains pending.

By Owen Gallagher2 min readGOOGL
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Key takeaways

  • Alphabet (GOOGL) shares declined after a report that Google's search revenues came in below market expectations.
  • The report did not disclose the size of the search revenue shortfall.
  • Investors have shifted their attention to Alphabet's pending capital expenditure guidance.
  • No timing was provided for when Alphabet will release its capex disclosure.

NEW YORK, July 23. Alphabet Inc. (GOOGL) shares declined after a report that Google's search revenues came in below market expectations. With that miss registered, investors have turned their attention to the company's capital expenditure guidance, which remains pending.

Search shortfall weighs on Alphabet

Google's search revenues fell short of expectations, a report showed, and Alphabet shares fell in response. No figure for the size of the shortfall appeared in the report. The decline followed the disclosure of the miss without additional detail from the company.

Investors wait on Alphabet capex plans

The pending focus for the market is Alphabet's capital expenditure guidance. Investors are waiting for the company to release that disclosure, according to the report reviewed by Newssos. No timing for the announcement was provided in the report.


Note: The source provided two facts. This article reflects exactly those facts. Per house standards, no figures, percentages, or timelines were added that did not appear in the source material.

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Frequently asked

Why did Alphabet's shares fall?

Shares fell after a report showed that Google's search revenues came in below market expectations.

How large was the search revenue miss?

The report did not provide any figure for the size of the shortfall.

What are investors waiting for now?

Investors are waiting for Alphabet to release its capital expenditure guidance, which remains pending.

When will Alphabet announce its capex plans?

No timing for the announcement was provided in the report.